Perfex CRM Mobile App
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Transform Your Business with the

Perfex CRM Mobile App

Optimize your customer relationships and business operations anywhere, anytime. Welcome to seamless CRM experience, right at your fingertips.

Welcome to the Perfex CRM Mobile App

More Customers, More Revenue & Efficient Business

    Welcome to the Perfex CRM Mobile App

    Amplify Your Business Efficiency
    with the Perfex CRM Mobile App

    Experience a multitude of features designed to take your customer relationship management to new heights. From managing clients to tracking projects, we’ve got it all covered.

    Superior Customer Management

    Keep track of every customer interaction and deliver personalized service. Improve customer satisfaction and build long-lasting relationships.

    Simplified Invoice Management

    Create, send, and track invoices directly from your mobile device. Never miss a payment or lose track of your finances.

    Efficient Projects Management

    Plan, track, and deliver projects efficiently. Stay updated on the progress of your projects, even when on the go.

    Effective Leads Management

    Capture, track, and convert leads into opportunities. Make sure no lead falls through the cracks.

    Easy Estimates Management

    Create and send accurate estimates in no time. Make the first step towards winning business deals a breeze.

    Real-Time Notifications

    Stay on top of all your CRM tasks with real-time notifications. Be the first to know when something important happens.

    Proactive Tasks Management

    Assign, track, and manage tasks effortlessly. Keep your team productive and projects on track.

    Effective Staff Management

    Manage your team efficiently. Monitor performance, delegate tasks, and keep your team aligned, all from your mobile device.

    Visually Appealing Dashboard

    Access key data and insights with our easy-to-use, visually appealing dashboard. Navigate your CRM with ease.

    How it works

    Experience the Power of Perfex CRM
    Mobile app in Just a Few Simple Steps

    Get started on transforming your business operations. Here’s a quick guide on how our mobile app works.

    01

    Download the App for a Test Drive

    Our mobile app is available on app stores for demo purposes. Simply download the app and explore all the powerful features it has to offer. See how it can enhance your CRM experience first-hand.

    02

    Love It? Let’s Personalize and Publish It For Your Business

    If you love the app (and we’re confident you will!), reach out to us with your purchase query. The cost of the app is $1500, which includes the personalization and publication of the app on both iOS and Android app stores under a name of your choice, as well as connecting it to your specific Perfex CRM installation.
    03

    Enjoy Your Own Custom Perfex CRM Mobile App

    Once we’ve done all the setup, all you need to do is download your personalized app and log in to your account. Enjoy the seamless CRM experience brought to you by Perfex CRM Mobile App, specifically configured for your business.
    Pricing

    Affordable Pricing for Your Perfex
    CRM Mobile App

    Benefit from our straightforward and transparent pricing model. Get a powerful, customizable CRM mobile app without breaking your budget.

    Basic

    $1500

    • Standard app with all default features,
    • Published on both the App Store and Google Play under your chosen business name.

    The default app works perfectly with a standard Perfex CRM installation. However, if you’ve customized your Perfex CRM or added third-party modules that change the default behavior of the CRM, the app may not support these changes.

    Get Started
    Pro

    Custom

    Need customization? No problem! We’re here to ensure that your mobile app perfectly matches your business needs.

    Tell us what you need, and we’ll provide an estimate based on our hourly rate of $25. Any customization will be charged on top of the base price.

    Contact Us

    FREQUENTLY ASKED QUESTIONS

    Affordable Pricing for Your Perfex
    CRM Mobile App

    Get started on transforming your business operations. Here’s a quick guide on how our mobile app works.

    Can I use the Perfex CRM Mobile App with my existing Perfex CRM account?

    Yes, the Perfex CRM Mobile App is designed to integrate seamlessly with your existing Perfex CRM account. Just ensure you are using Perfex CRM version 2.4 or above.

    How much does the Perfex CRM Mobile App cost?
    The base price for the app is $1500. This includes the standard app with all the default features and its publication on both iOS and Android platforms.
    What if I have customized my Perfex CRM or added third-party modules?
    The default app works best with a standard Perfex CRM installation. If you have added customizations or third-party modules that change the default behavior of the CRM, the app might need additional customization to support these changes. We provide customization services at an additional cost.
    Can I get the app customized to fit my business needs?
    Absolutely! We offer customization services to ensure your mobile app perfectly fits your business requirements. Any customization will be charged on top of the base price, with rates starting at $25 per hour.
    Can the app be published under my business name?
    Yes, the app will be published on both the App Store and Google Play under a name of your choice.
    How can I get started with the Perfex CRM Mobile App?
    To get started, download the demo app from the App Store or Google Play. If you love the app, reach out to us to purchase and personalize it for your business.
    Will the app be updated for future Perfex CRM versions?
    Yes, we’re committed to regularly updating the default version of the app to ensure compatibility with the latest Perfex CRM versions. However, please note that if you have a customized version of the app, it will not receive these updates automatically. Any updates or changes will need to be separately applied to customized versions, potentially involving additional customization costs.
    How can I get a quote for customization?
    Contact us to discuss your customization needs, and we’ll provide a personalized quote based on our hourly rate.
    Under which accounts will the app be published on the vApp Store and Google Play?
    The Perfex CRM Mobile App will be published under our official accounts on both the App Store and Google Play. This ensures that the app meets all platform guidelines and delivers a seamless, hassle-free experience for you and your customers.
    Will I receive the source code for the app?
    No, the source code for the Perfex CRM Mobile App is proprietary and will not be provided. Our team will handle all updates, customizations, and publication processes to ensure quality and consistency. This way, you can focus on using the app to enhance your business operations, without having to worry about technicalities.
    Do I need to install and activate any modules in my Perfex CRM to use the mobile app?

    Yes, for the Perfex CRM Mobile App to function seamlessly, you need to install and activate the dedicated API module in your Perfex CRM. This module enables secure communication between the app and your CRM system. It is essential to keep the API module active at all times to ensure smooth and uninterrupted functionality of the mobile app.

    Is the API module proprietary and can it be sold or used elsewhere?
    Yes, the API module is proprietary and exclusively designed for the Perfex CRM Mobile App. It cannot be sold, distributed, or used independently outside of the app’s context. Its purpose is to enable the integration between the mobile app and your Perfex CRM system, ensuring a tailored and efficient CRM experience.

    Please let me know if there’s anything else you’d like to include or any other modifications you’d like to make.